Claims Reminder Report

Purpose

The Claim Reminder Report provides a list of claim reminders. It includes basic information such as ticket number, action, etc.

Options

Claim Status – The claim statuses that are set up in Claims Setup are listed. You can choose just the statuses you want to show on the report.

Claim Type – The types of claims that are set up in Claims Setup are listed. You can choose just the types you want to show on the report.

Show active reminders – If this box is checked, the report will list reminders that are still active.

Show inactive reminders – If this box is checked, the report will list reminders that have been marked as inactive.

Data Selection

The reminders are selected by the following rules:

• The claim’s renting location is selected in the reporting list boxes.
• The claim’s type is selected in the Claim Types list (or the claim’s type is blank).
• The claim’s status is selected in the Claim Statuses list.
• The claim’s date of loss is in the report’s date range.
• The claim’s managing employee is in the report’s employee range.
• If "Show active reminders" is selected and the reminder is marked as active, it will be included.
• If "Show inactive reminders" is selected and the reminder is marked as inactive, it will be included.